Training

MYOB Exo Month End

Duration: Half day

Keeping your system balanced on a monthly basis is key to ensuring accurate reporting. Balancing every month helps to highlight any issues that may be occurring with processing, and provides you the opportunity to address them before they become real problems.

This course is designed to make you proficient in month-end processing in MYOB Exo. Learn how to balance the modules to General Ledger, including Debtors, Creditors and Stock. Understand how to find discrepancies and how to fix them. Also learn about the impact of foreign exchange variances and how to reconcile purchases, clearing accounts.

MYOB Exo Beginners Clarity Training

Duration: Full day

Learn how to write your own reports to make the most of your data and management reporting. This beginners course covers how to use Clarity to modify existing forms and reports in MYOB Exo adding fields, changing the layout and format.

A basic understanding of Clarity is recommended. MYOB Exo experience is required.

MYOB Exo Advanced Clarity Training

Duration: Full day

The advanced Clarity course content includes details on generating sub reports, drill down reports, cross tab reports and an introduction to the calculations tab, which includes basic event programming and useful functions from the code toolbox. It will also include command parameters, mail merge and other advanced techniques.

A strong understanding of Clarity, MYOB Exo and databases is required.

MYOB Exo System Administrator Training

Duration: Half day

There are many parts of MYOB Exo that you (the user) can modify and customise to suit your specific requirements.

Ever wondered how to set up new users? Assign authority levels to staff for purchase orders? How to change menus or give users access to some things but not others? Or maybe you have always wanted to know how to add an item to your payment types list, or change the description on your stock locations.

This course will teach you to perform basic system administration functions in MYOB Exo.

We cover these main topics:

• User management
• Create new users
• Assign authorities, unlock accounts, assign menus and security options
• Menu design
• Business admin settings.

You will:

• Learn how to administer user security access through the use of custom menus and authority limits.
• Be able to create and modify menus and assign them to specific users.
• Understand how to modify the many parts of MYOB Exo that you, as a user, can customise.

Introduction to MYOB Exo

Duration: Half day

This session will focus on finding your way around in MYOB Exo. Attendees will learn how to get required information out of MYOB Exo, as well as how to maintain Debtors, Creditors, Stock and General Ledger master file information. You will also cover the following:

• Getting Started
• Basic Keyboard Navigation
• Searching
• Grids
• Account Masters; Debtors, Creditors, Stock, General Ledger.

MYOB Exo Finance & General Ledger

Duration: Half day

In this session, users gain an understanding of General Ledger processing and related finance activities.

• General Ledger Transactions
• Journal Entries
• Integrated Cashbook
• Debtors Ledger Postings
• Creditors Ledger Postings
• Stock Ledger Postings
• End of Period
• General Ledger Transaction Reviewing
• Foreign Currency
• Setting Exchange Rates
• Foreign Exchange Variance Calculator 3
• Bank Reconciliation
• Taxation
• Tax Rate Hierarchy
• GST Return
• General Ledger Reports.

MYOB Exo Sales Cycle

Duration: Half day

In this session, users gain an understanding of how the sales cycle works in MYOB Exo, and how to perform all of the basic transaction types involved in the process.

• The Sales Cycle: An Overview
• Sales Order Transaction Entry
• Sales Orders
• Quotes
• Lay-bys
• Standing Orders
• Sales Order Quick Supply
• Sales Order Supply
• Batch Sales Order Processing
• Standing Order Processing
• Debtors Invoice Entry
• Debtors Receipts
• Debtors Receipts Batch Entry
• Other Related Sales Transactions
• Discounts and Special Prices (Introduction)
• Credit Notes
• Payment Allocations
• Debtors Statements.

MYOB Exo Procurement Cycle

Duration: Half day

In this session, users learn how the procurement cycle works in MYOB Exo and how to perform all of the basic transaction types involved in the process.

• The Procurement Cycle: An Overview
• Purchase Orders
• Forecast Based Purchase Orders
• Purchase Order Receipt
• Inwards Goods
• Receipt Goods
• Cost Goods
• Creditors Invoice Entry
• Invoices for Stock Items
• Invoices for Non-Stock Items
• Invoices for Stock Items received through Inwards Goods
• Creditors Payment Entry
• Creditors Payment Run
• Other Related Procurement Transactions
• Creditor Adjustments
• Credit Note/Refund
• Allocating Payments
• Authorisations of Purchase Orders/Creditors Invoice Payment.

MYOB Exo Job Costing Training

Duration: Full day

Make sure you and your staff are using Job Costing to its fullest. Some of the topics we will cover are:

• Job Costing Work Flow Overview
• Job Management Screen
• Search Functions
• New Jobs, Sub-Jobs and Duplicate Jobs
• Resource Allocations
• Quoting Functionality
• Time Entry
• Costs against Jobs
• Creating Purchase Orders
• Invoicing
• Job Costing Analysis
• Progress Billing
• Document Manager
• Job History
• Reporting.